DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 385 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $93,519,032 | -7.2% | 4,152,709 | -4.0% | 8.28% | -3.0% |
| Q2 2023 | $100,820,120 | +12.8% | 4,325,187 | +11.6% | 8.54% | +7.4% |
| Q1 2023 | $89,392,348 | +5.7% | 3,876,511 | -1.0% | 7.95% | +2.6% |
| Q4 2022 | $84,590,695 | +15.8% | 3,916,236 | +1.3% | 7.75% | +6.7% |
| Q3 2022 | $73,021,000 | +18.8% | 3,865,599 | +34.9% | 7.26% | +27.8% |
| Q2 2022 | $61,449,000 | -32.4% | 2,866,129 | -21.3% | 5.68% | -26.7% |
| Q1 2022 | $90,902,000 | -2.9% | 3,643,350 | +1.6% | 7.75% | +1.6% |
| Q4 2021 | $93,619,000 | +12.3% | 3,585,575 | +11.3% | 7.63% | +0.6% |
| Q3 2021 | $83,338,000 | – | 3,220,193 | – | 7.59% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Geometric Wealth Advisors | 5,531,304 | $132,419,407 | 41.21% |
| Core Wealth Management, Inc. | 2,019,386 | $47,071,882 | 23.90% |
| MONOGRAPH WEALTH ADVISORS, LLC | 4,482,092 | $104,477,566 | 22.42% |
| Trellis Wealth Advisors LLC | 1,255,037 | $29,254,903 | 19.45% |
| Leading Edge Financial Planning LLC | 1,200,560 | $27,985,048 | 18.31% |
| Creative Capital Management Investments LLC | 1,012,981 | $23,612,587 | 17.01% |
| Onyx Financial Advisors, LLC | 834,774 | $19,458,592 | 16.63% |
| ShankerValleau Wealth Advisors, Inc. | 1,283,086 | $29,908,735 | 16.44% |
| Planning Center, Inc. | 2,693,131 | $62,776,888 | 15.95% |
| Morton Capital Management LLC/CA | 1,843,905 | $42,981,420 | 14.68% |